Sales Financial

WILLIAM BLANCHARD

612-***-**** *** Superior Drive, Northfield, MN 55057 *****************@*****.*** CLIENT FOCUSED SALES PROFESSIONAL

Innovative sales professional with 20+ years of experience in creating winning strategies for clients and driving sales through strategic marketing activities.

Account Acquisition & Retention

Territory Management with Integrity

Client Relationship Management

Powerful Presentations

Prospecting Skills

Closing Skills

RELEVANT EXPERIENCE HIGHLIGHTS

Grew independent financial services office from $0 to $ 1.3 million AUM in 16 months

Developed and launched new referral program between five regional offices and 16 P&C agents; exceeded first year goals by 22%

Nurtured new territory from $0 to $40,000 in annualized life premium over 12-month period

Increased company revenue 33% over prior year utilizing seminar marketing program

Increased agent sales force 25% in a 3-state area within a 6-month period

Successfully managed $100 million in client assets; retention rates higher than company average

Grew territory from 28 to 300+ clients in under 24-months resulting in sales of $6+ million

Delivered $12.5 million in managed assets by growing client account base from zero to 330+

Skillfully lead bank operations strategic planning efforts, resulting in sustained growth of bank assets

Opened first local office of national financial services company; built office from zero to 115 client accounts with over $3.2 million AUM

PROFESSIONAL EXPERIENCE

Financial Advisor, March 2006 – Current River City Financial Group, Northfield, MN Established independent financial services office. Contact prospective clients utilizing proven client acquisition methods and skills. Determine client’s needs; prepare and present solutions that meet client goals and objectives. Recruit and train new agents how to prospect and cultivate new client relationships, financial services products details and back office functions.

Senior Financial Advisor, July 2003 - March 2006 AAA Minnesota-Iowa, Burnsville, MN Built new sales territory by approaching potential clients utilizing employee referrals, mailings, phone solicitation, and group presentations. Employed sales and marketing principles and methods for showing, promoting, and selling products or services; including marketing strategy and tactics, product illustrations, sales techniques, and sales control systems. Determined clients' needs and financial situations by assessing current coverage and investments and ascertaining long-term goals. Developed coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. WILLIAM BLANCHARD

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Financial Advisor, March 2002 - June 2003 Diamond Financial Group, Burnsville, MN Utilized seminar marketing program to attract new clients for financial services planning. Implemented lead generating and mass mail marketing system for cost effectiveness, efficiency and market reach. Determined clients' needs and financial situations during follow-up appointments. Ascertained current investment strategy and determined long-term goals; developed and implemented long-term strategy. District Sales Manager/Senior Market Financial Advisor, July 1999 - March 2002 VALIC Financial Services, Bloomington, MN

Maintained and expanded client base by building and maintaining rapport with key clients and identifying new client opportunities. Accomplished sales and organization missions by creating sales plan and district quotas in support of national objectives. Managed and grew $100 million in assets helping clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

403(b) Plan Specialist, May 1997 - June 1999 Metlife Resources, Bloomington, MN Marketed workplace retirement plans to school districts, MnSCU, and non-profit businesses. Promoted services via referrals from current clients; meeting prospects at community functions; responding to inquiries; developing in-school promotions; presenting financial planning seminars. Assessed clients' financial situation; gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Developed financial strategies; guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

Investment Advisor, July 1994 - April 1997 Prior Lake State Bank, Prior Lake, MN Planned, coordinated and opened bank retail investment center. Developed prospects from current commercial customers, referral leads, and sales and trade meetings. Held weekly bank employee trainings to increase referrals to investment center. Helped clients accomplish financial objectives by assessing financial situation; developed and presented financial strategies and plans; monitored changes in financial status and life circumstances. Created referral program for bank employees, resulting in exponential growth in managed assets. Registered Representative, January 1999 - June 1994 Norwest Investment Services, Hastings, MN Helped clients accomplish financial objectives by assessing financial situation; developed and presented financial strategies and plans. Assessed clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Registered Representative, April 1992 - January 1994 Edward Jones Company, Burnsville, MN Launched first local office of Edward Jones in Burnsville. Built new sales territory by approaching potential clients utilizing mailings, phone solicitation, knocking on doors, group presentations, and referrals. Employed sales and marketing principles and methods for showing, promoting, and selling products or services; including marketing strategy and tactics, product illustrations, sales techniques, and sales control systems. Determined clients' needs and financial situations by assessing current coverage and investments and ascertaining long-term goals. Developed coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. EDUCATION

Bachelor of Business Administration New Mexico State University Life and Health License Long Term Care Certified Series 7, 63, 66 (not current) P&C License (not current)

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